Jeanne Helmar is a CFP-designated registered investment advisor, based in Lansdale, PA, with 18 years of industry experience.
Location
Lansdale, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeanne is an independent insurance agent selling insurance products through Avantax Insurance Agency, dedicating about 10-20% of her time. She also sells indexed annuities and fixed indexed annuities, spending a few hours per week on this activity.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
H.D. Vest Investment ServicesBroker
H.D. Vest Advisory Services, INC
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
H.D. Vest Advisory Services, INC
H.D. Vest Investment ServicesBroker
State Registrations13 states
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